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SAGA Interface

by ,
Odoo

$ 229.68

v 17.0 Third Party 10
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Invoicing (account)
• Contacts (contacts)
• Discuss (mail)
• Purchase (purchase)
Community Apps Dependencies
Lines of code 4195
Technical Name deltatech_saga
LicenseOPL-1
Websitehttps://www.terrabit.ro
Versions 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Invoicing (account)
• Contacts (contacts)
• Discuss (mail)
• Purchase (purchase)
Community Apps Dependencies
Lines of code 4195
Technical Name deltatech_saga
LicenseOPL-1
Websitehttps://www.terrabit.ro
Versions 16.0 17.0 18.0 19.0

SAGA Interface

Production/Stable terrabit-ro/bitshop

Deltatech SAGA Interface is a comprehensive module designed to facilitate data exchange between Odoo and SAGA, a popular Romanian accounting software. This integration bridge ensures seamless transfer of accounting and inventory data between the two systems, eliminating the need for manual data entry and reducing the risk of errors.

Features

  • Export accounting data from Odoo to SAGA
  • Import data from SAGA to Odoo
  • Export/import partners and contacts
  • Export/import products and inventory
  • Export/import invoices and accounting entries
  • Support for Romanian fiscal and accounting requirements
  • Compatibility with stock operations and movements
  • Configurable fiscal position mapping

Benefits

  • Eliminates duplicate data entry
  • Reduces accounting errors and inconsistencies
  • Saves time on accounting operations
  • Ensures compliance with Romanian fiscal requirements
  • Maintains data consistency between ERP and accounting systems
  • Streamlines financial reporting processes

Technical Information

The module integrates with several core Odoo modules including:

  • Accounting
  • Inventory
  • Sales
  • Purchases
  • Contacts

This integration provides a complete solution for businesses that need to maintain their financial records in SAGA while managing their operations in Odoo.

Configuration

The module provides dedicated configuration options to set up the data exchange parameters and define the mapping between Odoo and SAGA entities, including:

  • Partner configurations
  • Product settings
  • Fiscal position mapping
  • Tax codes correlation
  • Stock location settings

Key Features

  • Allows exporting data from Odoo to be imported into SAGA:
    • Customers and Vendors
    • Purchase Invoices (including foreign currency)
    • Sales Invoices (including foreign currency)
    • Accounting Entries (Journal Entries)
  • Allows importing data from SAGA:
    • Customers and Vendors
    • Purchase Invoices
    • Sales Invoices
    • Accounting Entries
  • Partners have two reference fields for Customer and Vendor codes in SAGA.
  • Product categories have a new field for the SAGA item type.
  • Invoices include a field to indicate the location used when exporting invoices to SAGA.
  • For Odoo Community, users must be assigned to the “Show Full Accounting Features” group to access the Saga export menu.
  • Taxes include a field to indicate the deduction type in SAGA. Use the ‘N50’ index for 50% limited deductibility or ‘I’ for full non-deductibility.

Scope and Limitations

What the module does:

  • Bi-directional Exchange: Supports both exporting Odoo data to SAGA and importing SAGA data into Odoo.
  • Accounting Integration: Handles sales/purchase invoices, journal entries, and partners (customers/vendors).
  • Format Support: Supports both XML (recommended) and DBF formats for data exchange.
  • Localization: Specifically tailored for Romanian accounting standards, including special tax treatments (VAT on collection, 50% deductibility).
  • Automation: Can automatically generate SAGA codes for partners using sequences or VAT numbers.

What the module does NOT do:

  • Live Synchronization: This is a file-based integration. It does not provide real-time or automatic synchronization via API.
  • Full ERP Mirroring: It focuses on accounting and inventory movements related to invoices. It does not export all Odoo modules (e.g., CRM, Project, HR).
  • Automatic Reconciliation: While it imports journal entries, bank reconciliation should still be managed within the primary accounting system (SAGA or Odoo).
  • Validation of SAGA Rules: The module prepares data for SAGA, but SAGA remains the final authority on accounting validation. Errors in SAGA configuration must be fixed in SAGA.
  • Historical Data Migration: It is designed for ongoing data exchange. Large-scale historical migration may require additional data cleaning.

Official SAGA Import Documentation: https://manual.sagasoft.ro/sagac/topic-76-import-date.html

Table of contents

Configuration

  1. Partners: Set the SAGA Customer and Vendor codes in the Sales & Purchase tab of the partner form. Important: If partners already exist in SAGA, you must ensure their codes are correctly mapped in Odoo before exporting invoices. Otherwise, SAGA will create duplicate partner records upon import.
  2. Product Categories: Define the SAGA Item Type for each product category to ensure correct inventory mapping.
  3. Taxes: For each tax, specify the SAGA Deduction Type (e.g., ‘N50’ for 50% deductibility) if applicable.
  4. Fiscal Positions: Map Odoo fiscal positions to SAGA settings to handle different VAT treatments correctly.
  5. Stock Locations: Configure SAGA-specific location settings if you are exporting stock-related data.

Exporting Data to SAGA

  1. Navigate to Accounting > Actions > Saga > Export Saga. Export Menu
  2. Select the Export Type (Invoices, Partners, Products, or Accounting Entries).
  3. Choose the Date Range for the data you want to export. Date Selection
  4. Select the desired Format (XML is generally recommended for newer SAGA versions, but DBF is also supported).
  5. Configure additional options such as:
    • Journals: Filter by specific accounting journals.
    • Mode: Choose between different export modes.
    • Options: Handle analytic accounts, VAT on payment, or commercial partner settings. Export Options
  6. Click Apply to generate the file.
  7. Download the resulting file from the wizard. Download File
  8. Importing into SAGA: When importing files into SAGA, it is recommended to import Partners (Customers/Vendors) first, followed by Invoices. Warning: Avoid importing both the XML and DBF files generated from the same export. Since they contain the same data in different formats, importing both will result in duplicate records in SAGA. Choose the format that best suits your SAGA version (XML is recommended).

Importing Data from SAGA

  1. Navigate to Accounting > Actions > Saga > Import Saga.
  2. Upload the file exported from SAGA.
  3. Select the File Type corresponding to the uploaded file.
  4. Configure import options:
    • Journals: Map SAGA data to Odoo journals (Sales, Purchase, General).
    • Fiscal Positions: Set default fiscal positions for specific tax treatments (e.g., Reverse Charge, VAT on Collection).
  5. Click Apply to start the import process.
  6. Review the results once the import is complete.

Note for Odoo Community Users

Ensure that users who need to perform exports are members of the Show Full Accounting Features group to see the Saga menu.

Bug Tracker

Bugs are tracked on Terrabit Issues. In case of trouble, please check there if your issue has already been reported.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Terrabit
  • Dorin Hongu

Maintainers

Current maintainer:

dhongu

This module is part of the terrabit-ro/bitshop project on GitHub.

You are welcome to contribute.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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